CPA of Denver Tax Preparation & Advisory Program
Choose a defined annual relationship with Philip M. Falco, CPA, combining preparation and scheduled planning. Monthly billing spreads the annual engagement fee across 12 installments. It does not create unlimited advice or a cancel-anytime monthly service.
Compare the four plans · Common limits · Enrollment and billing
Compare Annual Advisory Plans
Personal Tax Advisory
$149/month
$1,788 annual engagement
One owner household federal Form 1040 and Colorado individual return; two 45-minute planning consultations; one household projection and estimated-payment guidance; four scheduled 15-minute question calls.
Business Tax Advisory
$249/month
$2,988 annual engagement
One qualifying federal S corporation or partnership return and its Colorado return, up to two owners; four 45-minute business tax-planning meetings; one entity projection and payment review; four scheduled 15-minute question calls. Owner Form 1040 is separate.
Complete Business & Personal Tax
$399/month
$4,788 annual engagement
One qualifying business return and one owner household federal and Colorado individual return; four 60-minute coordinated planning meetings; one household and one entity projection; one owner-compensation planning review where relevant; four scheduled 20-minute question calls.
Executive & Advanced Tax Advisory
$699/month
$8,388 annual engagement
Complete plan filings for one business and one owner household; four 90-minute strategy meetings; two household/entity projection rounds; up to three agreed scenarios for one year; up to two hours of authorized professional coordination; six scheduled 20-minute question calls. Priority scheduling subject to availability.
Annual engagements paid in 12 monthly installments after acceptance of a written engagement and billing authorization. No unlimited services or automatic enrollment. Existing client agreements retain their agreed terms. Compare all scope limits and the enrollment process.
Which Plan Fits?
Personal: a household needing annual return preparation and scheduled planning. Business: entity-focused preparation and quarterly discussions; owner returns are separate. Complete: coordinated business and owner preparation, compensation questions and quarterly planning. Executive: more meeting time, additional defined scenarios and limited authorized professional coordination.
What the Starting Fees Assume
- One current tax year, one Colorado filing jurisdiction and complete, reconciled records.
- Business plans cover one qualifying closely held S corporation or partnership with up to two shareholders or partners. C corporations and additional entities require a quote.
- Household returns cover one individual or married couple filing jointly. Other owners’ household returns are additional.
- Business statements and ordinary balance-sheet reporting must be supported by reliable records. Bookkeeping reconstruction and complex basis studies are separate.
- Simple investment activity is reviewed for fit. Multiple rentals, extensive trading, equity-compensation transactions, complex K-1s and multi-state reporting may require a higher quote or different scope.
Meetings, Questions and Deliverables
Meeting allowances include the durations listed in the plan. Preparation for included meetings and the stated projections is part of the annual scope, based on complete records. Planning meetings receive a brief action summary. Question calls are scheduled, not unlimited on-demand support. Materially new questions, additional scenarios and substantial document analysis require agreement before additional work begins.
Estimated-tax guidance addresses the calculations included in the accepted projection; it does not include sending tax payments for you. Clients remain responsible for timely payments and providing updated facts. Compensation review is planning, not a formal third-party compensation study or payroll processing.
Executive Plan: More Time, With Defined Limits
The $699 monthly plan includes four 90-minute strategy meetings, two projection rounds and up to three agreed scenarios for one tax year. Authorized coordination is capped at two hours annually. Priority scheduling means preference among available appointment times; it is not a guaranteed response time, emergency service or unlimited access. Additional years, entities and specialized transactions are quoted separately.
Services Requiring a Separate Engagement
Bookkeeping, payroll processing, amended or prior-year returns, elections and corrective filings, international reporting, tax controversy, audit defense, valuations, legal services and investment management are excluded unless specifically added in writing. A CPA consultation does not establish attorney representation.
Enrollment, Monthly Billing and Annual Terms
- Request a scope review and identify the plan, relevant filings, records and deadlines.
- Receive a proposal naming the return year, service period, included work and total annual fee.
- Sign the engagement and recurring-billing authorization before activation.
- Follow secure intake instructions and schedule the agreed meetings.
Published totals are $1,788, $2,988, $4,788 and $8,388 annually. Each is payable in 12 equal monthly installments after enrollment is accepted. Payment dates, onboarding or catch-up fees, treatment of work already performed, cancellation, termination and any balance adjustments must be stated in the signed agreement. Do not assume one installment pays for a completed return.
Renewal requires a new agreement or an expressly approved renewal provision. Public online subscription enrollment is not enabled: contact the firm to request acceptance. Existing clients retain their signed pricing and service terms unless an amendment is agreed.
One-Time Advice or a Planning Project?
A focused $350 CPA Consultation covers up to one hour total including review, preparation and the telephone call. The separate $1,700 Tax Strategy Series includes three 75-minute sessions and its defined written summary. Neither purchases an annual plan, and the series is not automatically included in these plans.
Preparation Without an Annual Plan
Existing fixed-fee options remain available: $99 simple W-2-only individual return, $750 simplified S corporation or partnership return, business returns with balance-sheet reporting from $1,499, and $249 timely FBAR filing. Each retains its own eligibility and exclusions. Compare all preparation fees.
Request a Plan Review
Tell us which plan interests you, the income or entity types involved, tax year and deadline. Do not email sensitive financial records. See how secure intake works.
Published October 17, 2026. Starting scopes are subject to acceptance and a signed engagement.